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Business Solutions

Complete package of business services
Practice management solutions have long been hallmarks of an LPL Financial relationship. From errors and omissions (E&O) policies to sophisticated and tailored marketing support, RIAs and hybrid advisors can now take advantage of resources that simplify being independent.

  • Innovative practice management solutions
  • Errors and omissions (for hybrid RIAs only)
  • Advisor recruiting program
  • Real estate, staffing and office management consulting


Comprehensive, fully integrated business services platform

As an independent business owner, having the resources to develop and market your business is important to your success. However, many RIAs don't have access to a robust menu of practice management and business-building tools.

LPL Financial is committed to providing RIAs and hybrid advisors with comprehensive tools and programs to support business growth efforts and enhance your brand and your image.

Access to professional business consulting services can play a vital role in helping you meet your business goals in a competitive marketplace. Yet finding a professional consultant who really knows and understands your business can be costly and time-consuming - making these resources out-of-reach for many advisors.

LPL Financial understands your business like nobody's business

At LPL Financial, we've helped thousands of financial advisors and RIAs develop successful independent practices. Maybe that's why we believe that no one is more qualified to consult on your business growth and development than our highly experienced Business Development Group, consisting of four teams working together to help you increase the value of your business.

Our commitment to providing experienced business development and guidance resources to RIAs and hybrid RIAs on a complimentary basis is just one of the many ways we walk our talk on shared success.

Relationship Management - a dedicated resource committed to the development and success of your business

Business Solutions - your home-office resource for business-to-business related issues

Business Consulting - financial analysis and business advice customized for your unique practice needs

Succession Planning - resources and guidance to help safeguard the value and continuity of your business